SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 704 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $269,000 | -11.5% | 10,580 | -3.3% | 0.02% | 0.0% |
| Q1 2022 | $304,000 | -11.4% | 10,946 | -5.5% | 0.02% | -9.5% |
| Q4 2021 | $343,000 | +37.2% | 11,588 | +47.0% | 0.02% | 0.0% |
| Q1 2021 | $250,000 | -9.4% | 7,881 | -12.4% | 0.02% | -19.2% |
| Q4 2020 | $276,000 | +14.0% | 8,996 | -0.5% | 0.03% | +44.4% |
| Q3 2020 | $242,000 | +3.4% | 9,041 | -5.7% | 0.02% | -43.8% |
| Q2 2020 | $234,000 | +14.7% | 9,591 | -2.9% | 0.03% | -3.0% |
| Q1 2020 | $204,000 | -23.9% | 9,878 | +0.9% | 0.03% | -13.2% |
| Q4 2019 | $268,000 | +4.3% | 9,794 | -4.3% | 0.04% | -9.5% |
| Q3 2019 | $257,000 | +2.0% | 10,232 | +6.5% | 0.04% | -30.0% |
| Q2 2019 | $252,000 | -26.3% | 9,608 | -27.0% | 0.06% | -21.1% |
| Q1 2019 | $342,000 | -95.7% | 13,159 | -96.5% | 0.08% | -98.2% |
| Q1 2016 | $7,878,000 | – | 379,292 | – | 4.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| COOPER/HAIMS ADVISORS, LLC | 1,097,098 | $26,264,531 | 20.43% |
| Red Tortoise LLC | 403,032 | $9,648,592 | 6.46% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 919,736 | $21,996,372 | 6.36% |
| Heartwood Wealth Advisors LLC | 1,779,025 | $42,589,859 | 6.28% |
| Bishop & Co Investment Management, LLC | 0 | $137,008 | 6.15% |
| Upper Left Wealth Management, LLC | 210,113 | $5,030,106 | 5.23% |
| BlueSky Wealth Advisors, LLC | 967,612 | $23,164,620 | 4.74% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 448,428 | $10,735,376 | 4.32% |
| Rainsberger Wealth Advisors, Inc. | 293,900 | $7,035,973 | 4.32% |
| Consilium Wealth Advisory, LLC | 257,197 | $6,157,307 | 4.31% |